Envestnet Portfolio Solutions’s Highland Opportunities and Income Fund HFRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Buy |
66,964
+5,112
| +8% | +$26.6K | ﹤0.01% | 1273 |
|
|
2025
Q1 | $322K | Buy |
61,852
+1,966
| +3% | +$10.2K | ﹤0.01% | 1251 |
|
|
2024
Q4 | $311K | Buy |
59,886
+5,156
| +9% | +$26.8K | ﹤0.01% | 1488 |
|
|
2024
Q3 | $335K | Buy |
54,730
+6,311
| +13% | +$38.7K | ﹤0.01% | 1383 |
|
|
2024
Q2 | $303K | Buy |
48,419
+2,578
| +6% | +$16.1K | ﹤0.01% | 1376 |
|
|
2024
Q1 | $322K | Buy |
45,841
+4,860
| +12% | +$34.2K | ﹤0.01% | 1322 |
|
|
2023
Q4 | $315K | Buy |
40,981
+10,033
| +32% | +$77.2K | ﹤0.01% | 1271 |
|
|
2023
Q3 | $249K | Buy |
+30,948
| New | +$249K | ﹤0.01% | 1325 |
|